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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Large Cap Equity I
Price$49.74
Change+$0.39 (+0.79%)
VolumeN/A
Net Assets3.91B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. AFDIX (3.91B). VTSMX pays higher dividends than AFDIX: VTSMX (1.25) vs AFDIX (0.59). AFDIX was incepted earlier than VTSMX: AFDIX (20 years) vs VTSMX (33 years). AFDIX (0.79) is less costly to investors than VTSMX (0.14). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.35 vs. AFDIX (-4.26). VTSMX return over 5 years is better than : 124.42 vs. AFDIX (99.67).
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | 0.79 | 0.14 | 564% |
| Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -6.781 | -4.752 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.81T | 0% |
| Annual Yield % from dividends | 0.59 | 1.25 | 47% |
| Returns for 1 year | -4.26 | 7.35 | -58% |
| Returns for 3 years | 11.09 | 21.00 | 53% |
| Returns for 5 years | 99.67 | 124.42 | 80% |
| Returns for 10 years | 137.82 | 166.40 | 83% |
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